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Client Associate Jobs in Wyncote, PA (NOW HIRING)

Vangard, Inc.

Client Relationship Associate

Malvern, PA

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and ...

Vanguard Group

Client Relationship Associate

Malvern, PA · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and ...

Ryan Consulting

Client Services Associate

Media, PA · Hybrid

At Ryan, we're looking for a proactive and customer-focused Customer Service Associate to join our ... Own the Client Experience * Act as the primary point of contact for client service matters ...

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All JobsClient Associate JobsClient Associate Jobs in Wyncote, PA

Client Associate information

See Wyncote, PA salary details

$18.2K

$50K

$74.1K

How much do client associate jobs pay per year?

As of Jun 13, 2026, the average yearly pay for client associate in Wyncote, PA is $50,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $60,800.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What job categories do people searching Client Associate jobs in Wyncote, PA look for? The top searched job categories for Client Associate jobs in Wyncote, PA are:
What cities near Wyncote, PA are hiring for Client Associate jobs? Cities near Wyncote, PA with the most Client Associate job openings:
Client Associate jobs near you
Part Time Seasonal Client Associate - King of Prussia

Part Time Seasonal Client Associate - King of Prussia

TravisMathew

King Of Prussia, PA • On-site

$15 - $17.25/hr

Part-time

Posted 17 days ago

TravisMathew rating

6.4

Company rating: 6.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

TravisMathew is a premium apparel brand that exists because we seized an opportunity-and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life-plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
ROLES AND RESPONSIBILITIES
  • Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service
  • Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals
  • Maintain in-depth knowledge of apparel each season, including fit, fabric and intended use of the line
  • Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business
  • Adhere to client service standards and company policies and procedures
  • Foster a friendly, open and inviting environment for all in-store guests
  • Foster a work environment focused on teamwork and productivity
  • Maintain store cleanliness and organization, including front of house and stock space

TECHNICAL COMPETENCIES (Knowledge, Skills & Abilities)
  • Proficient in Microsoft Applications
  • Proficient in point-of-sale (POS) systems
  • Strong written and verbal communication skills
  • Ability to make decisions independently, or escalate when applicable
  • Ability to work non-traditional hours; weekends, evenings and holidays

EDUCATION AND EXPERIENCE
  • Minimum 1-year experience in a client services related capacity

PHYSICAL REQUIREMENTS / WORK ENVIRONMENT (if applicable)
  • Work is performed in a retail environment / store
  • Walk, sit, stand, bend, reach and move continually during working hours

If your experience is close to what we're looking for, please consider applying! Experience comes in many forms - skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
TravisMathew is an Equal Employment Opportunity

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